Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
How AI Will Transform Advisors' Investment Management Workflow
By Rob PettmanWhether you manage your own portfolios or use models, AI is about to make your job easier.
October 01, 2024
Orion Introduces Capital Group ETF PortfoliosThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
October 01, 2024
Texas Stock Exchange Names Nasdaq, NYSE Veterans to Top JobsThe Texas Stock Exchange also hired veterans of the SEC and Schwab.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 27, 2024
Benchmarking Costs Climb as Regulators Demand More DisclosureThe SEC's marketing rule demands clear and relevant benchmarks when performance is advertised.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.